http://fosteropenscience.eu

FACILITATE OPEN SCIENCE TRAINING FOR EUROPEAN RESEARCH – 612425

D4.3 – Mid-term Training Report

WP4 - Training

UMinho

01/04/2015

Report of the training events and initiatives organized or co-organized by the project.

D4.3 – MID-TERM TRAINING REPORT 1

DOCUMENT DESCRIPTION

Deliverable number: D4.3

Deliverable title: Mid-term Training Report

Actual Date of Delivery: M14

Author(s): José Carvalho; Eloy Rodrigues; Iryna Kuchma; Gwen Franck

Workpackage: WP4

Distribution: Public

Version/Revision: V 3

This project has received funding from the European Union’s Seventh Framework Programme for research,

technological development and demonstration under grant agreement no 612425

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TABLE OF CONTENTS

Table of Figures .......................................................................................................... 3

Tables of Graphics ...................................................................................................... 3

Summary .................................................................................................................... 4

FOSTER call for Open Science Training 2014 ............................................................... 5

Belgium: Boo(s)tcamp Open Science .......................................................................... 6

Bulgaria: Autumn training school “Development & promotion of open access to

scientific information and research” ........................................................................... 7

Croatia: Open science – all you want to know about open access, open data and new

trends ......................................................................................................................... 8

Denmark: Open access seminar for research administrators ...................................... 9

France: Publication and open access: Challenges and opportunities ......................... 10

Germany: (1) CoScience – Gemeinsam Forschen und Publizieren mit dem Netz; (2)

Open Humanities @ The Humanities & Technology Camp (THATCamp); and (3) Open

access ambassadors @ Max Planck .......................................................................... 11

CoScience – Gemeinsam Forschen und Publizieren mit dem Netz ..................................... 11

Open Humanities @ The Humanities & Technology Camp (THATCamp) ........................... 12

Open access ambassadors @ Max Planck ......................................................................... 13

Greece: OS3: Open Scholarship Summer Seminar..................................................... 15

The Netherlands: Workshop on open workflows for quantitative social scientists ... 16

Poland: Training the trainers on open access & open science ................................... 18

Portugal: Post-Conference (Portuguese-Brazilian Open Access Conference)

Workshops on open access in H2020 ........................................................................ 18

Slovenia: (1) Open access to publications and open research data and (2) Research

data management and open data ............................................................................. 20

Open Access to publications and open research data ....................................................... 20

Research data management and open data ..................................................................... 21

Spain: Training young researchers for an open future .............................................. 22

UK: (1) Discovering open practices for PGR and early career researchers and (2)

Funders’ research publications policies: what researchers need to know ................. 23

Discovering Open Practices for PGR and Early Career Researchers ................................... 23

Funders’ research publications policies: what researchers need to know ......................... 24

Other FOSTER training events ................................................................................... 26

Training for EC project officers on open access and open data in Horizon 2020 ................ 26

Open Science: Engaging Finland’s Doctoral Schools .......................................................... 26

D4.3 – MID-TERM TRAINING REPORT 3

Open access training for the European Federation of Psychology Students’ Associations

(EFPSA) ............................................................................................................................ 27

Open access to EGI (European Grid Infrastructure) ........................................................... 28

Joint Workshop on the FOSTER and PASTEUR4OA Projects .............................................. 28

Vitae Researcher Development International Conference ................................................ 29

Webinars during Open Access Week with OpenAIRE Project ............................................ 29

Open Access Week Couperin Initiatives .................................................................... 30

General overview of the mid-term training report ................................................... 31

By Country ....................................................................................................................... 31

By Stakeholder ................................................................................................................. 33

By Topic ........................................................................................................................... 34

Evaluation of the Funded Courses ............................................................................ 35

Conclusion ................................................................................................................ 36

Appendix 1. Training evaluation form .............................................................................. 37

Appendix 2. Criteria for describing, reviewing and evaluating courses and resources – a

checklist ........................................................................................................................... 38

TABLE OF FIGURES

Figure 1 - Initiatives Registered on FOSTER Portal ...................................................................... 32

TABLES OF GRAPHICS

Graphic 1 - Initiatives by Country ................................................................................................ 31

Graphic 2 - Initiatives by Stakeholder ......................................................................................... 33

Graphic 3 - Initiatives by Topic .................................................................................................... 34

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SUMMARY

The FOSTER project aims to support different stakeholders, especially young researchers, in

practicing open access, open data sharing and open science.

More specifically, FOSTER objectives are to:

• Support different stakeholders, especially young researchers, in adopting open access in the

context of the European Research Area (ERA) and in complying with the open access policies

and rules of participation set out for Horizon 2020;

• Integrate open access principles and practice in the current research workflow by targeting

the young researcher training environment;

• Strengthen the institutional training capacity to foster compliance with the open access

policies of the ERA and Horizon 2020 (beyond the FOSTER project);

• Facilitate the adoption, reinforcement and implementation of open access policies from other

European funders, in line with the European Commission’s (EC) recommendation, in partnership

with the PASTEUR4OA project (http://pasteur4oa.eu).

This mid-term report provides an overview of FOSTER training sessions for different

stakeholders in 2014. Based on the narrative reports from the training event organizers it

summarizes good practice examples and shares the lessons learnt so that others organizing

similar training activities could benefit from the experiences.

A list of FOSTER co-funded events is available here: http://www.fosteropenscience.eu/events

and a list of FOSTER speakers is here: http://goo.gl/40hsYV.

D4.3 – MID-TERM TRAINING REPORT 5

FOSTER CALL FOR OPEN SCIENCE TRAINING 2014

On February 3, 2014 FOSTER announced a call for Open Science Training inviting proposals to

host FOSTER training events on open access, open research data and open science.

45 training proposals, from 19 countries, have been submitted. And 19 proposal from 14

countries (Belgium, Bulgaria, Croatia, Denmark, France, Germany, Greece, Hungary, the

Netherlands, Poland, Portugal, Slovenia, Spain and the UK) have been selected for FOSTER co-

funding. Two training courses (Open Access: Moving from Policies to Best Practices, Central

European University (Hungary) and Integrating the use of GIS in several subjects, European

Association of Geographers (Belgium)) have been cancelled by the training event organizers.

With the help from the community the project has promoted and supported both engaging and

instructive events that reach out to diverse disciplinary communities and countries in the

European Research Area. In 2014 FOSTER co-funded 17 training programmes on open access,

open data and open science (over 70 events) in 13 countries (Belgium, Bulgaria, Croatia,

Denmark, France, Germany, Greece, the Netherlands, Poland, Portugal, Slovenia, Spain and the

UK) in diverse formats attended by over 1700 researchers, students, project managers, research

administrators, librarians and policy makers. An overview of these events (per country) is

provided below.

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BELGIUM: BOO(S)TCAMP OPEN SCIENCE

Country Belgium

Stakeholders Library / Repository Support; PHD Student

Topics Open Access; Open Research Data

Attendants 60

Over 60 people attended a one-day Boo(s)tcamp Open Science in Leuven, Belgium, on

October 24, 2014 during International Open Access Week themed “Generation Open”. Hosted

by Katholieke Universiteit (KU) Leuven Research Coordination Office in collaboration with KU

Leuven’s YouReCa (Young Researchers Career) initiative it was aimed at young researchers –

PhD students, postdoctoral researchers and junior professors.

The day was launched with a crash course on the ideas and principles of open access and open

data for newbies (“Learn to speak Open”), followed by a Q&A with a panel of research funders

with open access/open data mandates (“Ask the Funders”) – FWO (Flemish Research Fund),

FNRS (Walloon Research Fund), BELSPO (Belgian Federal Research Fund), ERC/FP7 and NIH. The

floor was then given to Open Science testimonials from the Life Sciences, STEM and Humanities

(‘”Meet the Experts”) with practical tips on how to open up your research and give it a boost.

The programme was split into two parts – one geared for KU Leuven researchers (informing

them about institutional initiatives – the Open Access Support desk, the DMP Online plan, etc.)

and the public programme in the afternoon open for anyone wishing to attend aimed to

introduce what Open Science is about (practice & benefits), how the trend to Openness also

affects the publishing world, provide down-to-earth practical testimonials from researchers

using/providing open data, and a panel discussion with funders.

The event programme with presentations is available here:

http://www.kuleuven.be/research/bootcamp/ and the event page on FOSTER portal with

presentations, etc., is here: https://www.fosteropenscience.eu/event/boostcamp-open-

science.

The participants said that the event was worth attending and they now have a better

understanding of principles and ways to open access. KU Leuven will repeat a successful

introductory session on ‘What, How & Why of Open Access – And Who Pays the Bill’ to keep

encouraging young researchers to practice open access and open data.

The participants also had a chance to preview and comment on KU Leuven‘s Research Data

Policy draft and its customized DMP Online management application. When launched, more

training sessions for librarians and researchers will take place including info sessions on data

management plans, services for data storage/sharing with a special focus on good metadata

(‘Open Data requires Good Data’). It is also expected that a larger community will be involved in

Open Science projects – the creation of an Open Science portal (possibly with twitter

account/mailing list) is planned.

D4.3 – MID-TERM TRAINING REPORT 7

BULGARIA: AUTUMN TRAINING SCHOOL “DEVELOPMENT & PROMOTION OF OPEN

ACCESS TO SCIENTIFIC INFORMATION AND RESEARCH”

Country Bulgaria

Stakeholders Researcher / Students; Library / Repository

Support; Project Manager; Policy-makers &

Funders;

Topics Open Access; Open Research Data

Attendants 20

Over 20 participants attended the autumn training school “Development & promotion of open

access to scientific information and research” in Veliko Tarnovo, Bulgaria, on September 18-21,

2014.

The event organizer – Institute of Mathematics and Informatics of the Bulgarian Academy of

Sciences – planned as an ambitious programme targeting researchers, project managers,

funders and policy makers training them on integrating open access and open data principles

and practices into their current research work-flows:

Key aspects and approaches of open access, open research data and open science

Open science for ubiquitous sharing, dissemination and impact

Business models for open access

Copyright and licensing in open access projects

Open research data

Policy framework and roadmap for open access, open data and open science

EC policy and recommendations for open access to scientific information and its

preservation

Horizon 2020 mandate on Open Access to publications

Horizon 2020 Open Research Data Pilot

OpenAIRE and its services for Horizon 2020 compliance

The event programme and presentations are available here:

https://www.fosteropenscience.eu/event/autumn-training-school-development-and-

promotion-open-access-oa-scientific-information-and. It had an extensive media coverage (over

20 publications/radio and TV reports).

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CROATIA: OPEN SCIENCE – ALL YOU WANT TO KNOW ABOUT OPEN ACCESS, OPEN

DATA AND NEW TRENDS

Country Croatia

Stakeholders Researcher / Students; Policy-makers &

Funders; PHD Student

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders); Open

Science;

Attendants 480

Over 480 people attended 20 events Open science – all you want to know about open access,

open data and new trends hosted by Ruđer Bošković Institute in October-November, 2014 in

seven Croatian universities (Ruđer Bošković Institute, University of Dubrovnik, University of

Osijek, University of Rijeka, University of Split, University of Zadar and University of Zagreb) and

in Croatian Ministry of Science, Education and Sports. The events targeted all major stakeholders

– students and PhD students, researchers, librarians (for train-the-trainers events), journal

editors and publishers and policy makers. At each university two types of events have been

organized – lectures and workshops about open access, open data and open science and train-

the-trainer event on how to organize events about open access, open data and open science

(for librarians and LIS students).

Presentations have been deposited in Ruđer Bošković institutional repository FULIR

(http://fulir.irb.hr/) and are available on Ruđer Bošković Institute Library webpages

(https://www.lib.irb.hr/foster/).

The feedback gathered from the participants was excellent. The majority of participants were

more than satisfied with the quality of lectures/workshops, as well as topics covered and a great

number of them become very enthusiastic about open access and open science.

Among the project key results are the following:

Raising awareness among Croatian academic society about benefits of open access for all stakeholders;

Introducing new concepts and trends of open science;

Correcting common misperceptions about open access (e.g. connecting it with scientific misconduct, plagiarism and other negative contexts which some scientist had as a result of insufficient information they had);

Raising awareness about importance of self-archiving of research papers in institutional repositories;

Raising awareness about importance of retaining copyright for archiving post-prints in open access repositories;

Presenting EU OA initiatives, especially Horizon 2020 Open Access mandate;

D4.3 – MID-TERM TRAINING REPORT 9

Introducing Zenodo as a shared open access/open data repository and hands-on experience with depositing scientific outputs into it;

Disseminating information about Open Research Data Pilot in Horizon 2020;

Introducing data management planning;

Raising awareness among policy makers about the benefits of open access and the need for implementing institutional/founder/national self-archiving mandates.

The event organizers solicited a principal approval for open access mandate on the institutional

level at the Ruđer Bošković Institute, which would be the first institutional open access mandate

in Croatia. And the Croatian Science Foundation has implemented an open access mandate as a

part of the project contracts they sign with Croatian scientists.

Ruđer Bošković Institute Library will keep working on further education and raising awareness

about open access, open data and open science topics among Croatian academic society

through its participation in other related projects – OpenAIRE2020 (as a National Open Access

Desk) and one of the project magers – Jadranka Stojanovski is also a National Point of Reference

for Open Access in Croatia. In cooperation with other Croatian academic institutions, they will

continue working on modelling and implementating Croatian Open Access infrastructure – the

DABAR platform which will allow all Croatian academic institution to maintain their institutional

repositories on centralized platform. They will also work on adopting rhe first institutional open

access mandate at the Ruđer Bošković Institute and help other institutions to do the same.

DENMARK: OPEN ACCESS SEMINAR FOR RESEARCH ADMINISTRATORS

Country Denmark

Stakeholders Library / Repository Support; Project Manager;

Policy-makers & Funders

Topics Open Access; Funder Compliance (H2020;

national funders); Open Science

Attendants 40

Over 40 research administrators attended Open access seminar for research administrators

in Aarhus University Library, Denmark, on October 27, 2014. Research administrators were

aware of the increasing demands for open access from funding bodies including Horizon 2020

and the European Research Council (ERC). However they still had various concerns, which

needed to address:

Will it be too time consuming for researchers to comply with funders’ open access

policies?

Will people cite the right version of the article?

Are open access journals inferior in quality etc.?

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The overall objective pf the seminar was to give a broader and more nuanced insight

into open access policies development, implementation and compliance.

The programme of the event (presentations and discussions):

Open access in Denmark – new politics and demands

EC policies, Horizon 2020 and ERC, possibilities and challenges

University perspective – what does it take to handle the new challenges at

institutional level

Workshop for librarians working with open access: Winning Horizon 2020 with

open science

More information and presentations are here:

http://www.fosteropenscience.eu/event/open-access-oa-seminar-research-

administrators-0. And the recordings of the presentations are here:

http://medarbejdere.au.dk/openaccess/strategic-seminar-on-open-access/.

University management and research administrators found the seminar very inspiring for the

further process of developing a strategy and an implementation plan for open access at Aarhus

University and in Denmark.

FRANCE: PUBLICATION AND OPEN ACCESS: CHALLENGES AND OPPORTUNITIES

Country France

Stakeholders Researcher / Students; PHD Students

Topics Open Access; Open Science

Attendants 120

Over 120 people attended Publication and open access: Challenges and opportunities: Help

young researchers to publish in Open Access event at Maison Jean Kuntzmann, campus de

Grenoble, France, on October 24, 2014. Hosted by the Universities of Grenoble Alpes and Savoie-

Mont-Blanc it was aimed at helping young researchers, especially PhD students, to understand

changing scholarly communication landscape and to encourage them to start practicing open

access. The event was also live streamed at two locations of the University of Savoie-Mont-Blanc

and there were over 50 online attendees.

The project was a cooperation of the team working on the development of HAL Open Archive

for Université de Grenoble Alpes (academic librarians and information managers), the team of

trainers working in academic libraries and the Doctoral College, the Research Services of the

universities and the Common Communication service of Université Grenoble Alpes (COMUE).

D4.3 – MID-TERM TRAINING REPORT 11

The programme of the event and presentations are available here

http://aogrenoble14.sciencesconf.org/ and here

https://www.fosteropenscience.eu/event/publication-and-open-access-challenges-and-

opportunities. It consisted of the conference session, testimonies from researchers practicing

open access and thematic workshops on open access, HAL, open data and legal issues. Recorded

presentations are available here: http://guide-hal.univ-grenoble-alpes.fr/fr/notre-dispositif/les-

evenements-archives/journee-foster-2014/; here:

http://podcast.grenet.fr/podcast/publication-et-acces-ouvert-defis-et-opportunites/ and here:

http://mi2s.imag.fr/pm/publication-et-acces-ouvert-defis-et-opportunites.

The event has reached the initial goals and over 85% of the participants were satisfied. They

have especially appreciated a session on Horizon 2020 Open Access mandate and Open

Research Data Pilot and Liege University Open Access mandate experience, as well as

researchers’ testimonies and the legal issues workshop.

The team plans to continue this event as a regular one. A special focus is put on trainings for

doctorate students – academic libraries offer training modules on open access and each training

session for doctorate students (legal issues, scientific journals, and information retrieval)

contains a part dedicated to open access.

GERMANY: (1) COSCIENCE – GEMEINSAM FORSCHEN UND PUBLIZIEREN MIT DEM

NETZ; (2) OPEN HUMANITIES @ THE HUMANITIES & TECHNOLOGY CAMP

(THATCAMP); AND (3) OPEN ACCESS AMBASSADORS @ MAX PLANCK

COSCIENCE – GEMEINSAM FORSCHEN UND PUBLIZIEREN MIT DEM NETZ

Country Germany

Stakeholders Researcher / Students; PHD Students

Topics Open Access; Open Research Data; Research

Data Management

Attendants 211

German National Library of Science and Technology / Technische Informationsbibliothek (TIB),

Hannover, Germany, hosted a series of webinars CoScience - Gemeinsam Forschen und

Publizieren mit dem Netz in October 2014 – February 2015 about open science/collaborative

science based on the handbook ‘CoScience – Gemeinsam forschen und publizieren mit dem

Netz'. The webinars took place in the form of moderated discussions (enriched and expanded

by slides and demonstrations of software applications). Active participants had the opportunity

to interact with the expert(s) during the webinar.

Main topics covered:

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Making research data and publications openly available as part of the overall research

process, with examples from different disciplines;

Making full use of available online tools for data gathering, processing, presentation, as

well as (collaborative) writing, dissemination, and discussion; and

Understanding and learning from good practices in these areas.

OPEN HUMANITIES @ THE HUMANITIES & TECHNOLOGY CAMP (THATCAMP)

Country Germany

Stakeholders Researcher / Students; Library / Repository

Support; Project Manager; Publishing; PHD

Student

Topics Open Access; Open Research Data; Copyright &

IPR; Open Science;

Attendants 60

Over 60 people attended a series of Open Humanities training sessions Open Humanities @

The Humanities & Technology Camp (THATCamp) in Georg-August Universität Göttingen,

Göttingen Centre for Digital Humanities (Germany) on September 22-23, 2014 – a pre-

conference event of the 50th Convention of German Historians, Historikertag (one of Europe’s

largest humanities conferences).

The aim of the project was to organise a series of training sessions on ‘Open Humanities’ to help

raise awareness of ‘Open Science’ among students and researchers in the Arts and the

Humanities. Running alongside self-organised 'barcamp' sessions, the Open Humanities training

sessions were intended to cover the following topics:

Open Humanities (open access, open data, open standards and open attitude), Open History (a specific session dedicated to openness for historians);

Open Humanities Data (data sharing, licensing, linked data technologies and the semantic web);

Open Access for Digital Arts and Humanities in Europe (Open Access repositories and innovative types of publication platforms for the arts and humanities).

The event programme is here: http://goettingen2014.thatcamp.org/schedule/.

The following videos were the key outcomes of the event:

Introducing Open Humanities o Sally Chambers: Open Humanities @THATCamp Gottingen | video:

http://youtu.be/wv2H2h9y164 o Astrid Orth: FOSTER (Facilitate Open Science Training for European Research)

|video: http://youtu.be/OHnN1tgnVi8

D4.3 – MID-TERM TRAINING REPORT 13

o Laurent Romary: Open Scholarship: it's all mine, it's all yours | video: http://youtu.be/dfE1kEbLDVg

Open Humanities: Legal Issues o Walter Scholger: Problems and Solutions: IPR and Open Access; video:

http://youtu.be/bFua--AdBW8

Open Humanities: Open Data o Alexander O'Connor: Linked Data and the Semantic Web - Making Human

Knowledge Programmable; video: http://youtu.be/M92QxRsbVkc

Open Humanities: Open History o Tobias Wulf, Sascha Foerster, Lisa Bolz, Charlotte Janz, Petra Tabarelli,

Franziska Heimberger, Michael Krause; video: http://youtu.be/HTQ8wyI8eLU

The programme took into consideration the expectations and requirements of the ERA and

Horizon 2020 regarding open science and open access, with the view to advocating for the

practical adoption of these principles by the target community. It is intended that these video

tutorials can be used as building blocks for an 'Open Humanities' training package, which can be

disseminate widely within such networks as DARIAH-EU. They can also be used as standalone

training materials that can easily be 'plugged' into other learning contexts. For example, they

could be used as training material in face-to-face courses or for self-learning online.

These videos will be made available on a number of websites of particular relevant to the target

audience including, the THATCamp Gottingen website, the Gottingen Centre for Digital

Humanities website and the FOSTER Open Science training portal. It is intended that these

videos could be a first stepping stone towards creating an Open Humanities training package

which could be offered as a contribution to DARIAH, the Digital Research Infrastructure for the

Arts and Humanities. For example the DARIAH-EU Virtual Competency Centre Research and

Education blog on the

Hypothesis.org scholarly blogging platform: http://dariahre.hypotheses.org/.

In 2015 the 'theme' for DARIAH, the Digital Research Infrastructure for Arts and Humanities is

'Open Humanities'. The DARIAH Theme is a series of activities and events related to an annual

thematic priority set by the Board of Directors. The opportunities for disseminating the results

of ‘Open Humanities @THATCamp Gottingen’ within this context will be explored.

OPEN ACCESS AMBASSADORS @ MAX PLANCK

Country Germany

Stakeholders Researcher / Students; PHD Students

Topics Open Access; Open Science

Attendants 70

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Over 70 people attended Open access ambassadors @ Max Planck training programme at

Max Planck Society in Munich, Germany, on December 3-4, 2014.

Inspired by the “satellite conference” during the Berlin 11 conference series in November 2013

the idea of a novel Open Access campaign specifically for PhD students within the Max Planck

Society was born: To strengthen the idea of open access within the community of young

researchers we train selected PhD students, who are sent as representatives from each Max-

Planck-Institute (80 institutes) to become open access Ambassadors. They will then carry the

message of open access further.

The aims of the Open Access Ambassador training programme were

o to disseminate and multiply the principles of open access and open data among young

scientists;

o to integrate open access principles as a standard process in the research work-flow of

early stage researchers at the Max Planck Society; and

o to create a real change and a sustainable transition towards open access in the long

term.

These Open Access Ambassadors of each Max-Planck-Institute will be responsible for open

access and related topics within their own institute. They act as a multiplier notably for PhD

students and young postdocs. Each Open Access Ambassador should give one or two workshops

or lectures per year about open access and open data principles tailored to the particular needs

of their institute. They can furthermore directly support young scientists and help them to

integrate open access practices in their daily workflow as well as they should act as a local open

access expert and contact person who has expertise in all kinds of questions regards to

publishing, copyright, and self-archiving. Additionally, they are encouraged to organize further

activities locally on their institutes.

Presentations from the event are available here:

http://oambassadors.mpdl.mpg.de/programm

The conference programme was designed to include talks as well as workshop elements. A

special emphasis was on researchers’ perspectives on open access and provided an overview

over the field of open access publishing. The workshop section also included a presentation of

the services and tools for open access publishing and data management offered to Max Planck

researchers by the Max Planck Digital Library. Additionally publishers’ session have been set

where seven Open Access publishers had ten minutes each to introduce their concepts of Open

Access publishing.

The conference was an initial spark for the buildup of a lively network of advocates for open

access and open science among researchers within the Max Planck Society and beyond. The

event seems to have furthermore attracted attention globally given a strong resonance at

Twitter. There is also evidence that the concept of the “Ambassadors” will be adapted by others.

In January 2015 Open Access India had already followed the footsteps of the Max Planck

Society‘s Open Access Ambassadors Scheme and nominated two young researchers as Open

D4.3 – MID-TERM TRAINING REPORT 15

Access Ambassadors in India (http://openaccessindia.org/introducing-open-access-india-

ambassadors/).

The first evaluation of the Ambassadors’ actions will start in the first quarter of 2015 and on

their experiences they have made by then. And regular meeting series for ambassadors are

planned.

GREECE: OS3: OPEN SCHOLARSHIP SUMMER SEMINAR

Country Greece

Stakeholders Researcher / Students; PHD Students

Topics Open Access; Open Research Data; Impact &

Metrics; Open Science

Attendants 40

Over 40 people attended OS3: Open Scholarship Summer Seminar in Library & Information

Center, University of Patras, Greece, on July 10-11, 2014. The main objective of the training

event was to bring together Greek postgraduate students and young researchers (biomedical

and applied sciences, as well as humanities) and to introduce them to the challenges and

opportunities of the open scholarship agenda in different perspectives of scholarly research

activity (open access, open educational resources, open research data, open knowledge).

During the event, participants worked together in small groups to develop projects aimed at

“opening” their research in various levels. Training topics included:

The fundamentals of the Scholarly Communication lifecycle

Open Knowledge and Open Education: introducing paradigm shifts

Getting published in the right way: literature review, information search & retrieval,

writing & editing, peer review & quality control processes, reputation & metrics etc

Open Access: basic concepts & publishing models

Open Data: why, where & how

Tools and standards: open standards, open source software, scientific and research

networks & social media, cloud/sharing technologies, crowd-sourcing, data repositories

etc.

Digital preservation, long term access and reusability of research results

Copyright issues

The OS3 was a very successful seminar. Participants said that it was a very informative seminar

that helped them practice the tools, understand challenges and benefits of publishing their work

in an open access environment. They also understood the EC open access policy for publications

and research data and how to comply with them in the framework of the Horizon 2020.

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A special channel was created in Vimeo to gather all videos:

http://vimeo.com/channels/os3/104388282. Presentations are available here:

http://www.lis.upatras.gr/events/?event_id_1=23 and here:

https://www.fosteropenscience.eu/event/os3-open-scholarship-summer-seminar-0.

After the positive conclusion of OS3, the Library intents to add this event in its calendar in order

to train all postgraduate students (post-graduate programmes are two-years long) as soon as

they start their postgraduate research.

THE NETHERLANDS: WORKSHOP ON OPEN WORKFLOWS FOR QUANTITATIVE

SOCIAL SCIENTISTS

Country Netherlands

Stakeholders Researcher / Students; PHD Students

Topics Funder Compliance (H2020; national funders;

Open Science

Attendants 12

12 people attended a two-day Workshop on open workflows for quantitative social

scientists hosted by Stichting VU-VUmc (VU University Amsterdam, Faculty of Economics and

Business Administration). This workshop covered the main ideas behind a well-designed

workflow with openness, transparency and reproducibility in mind, and provided an

introductory, hands-on, overview of a set of free tools that have been designed with such values

in mind.

The structure of the workshop was organized in two main blocks. Firstly, basic concepts such as

Open Science, transparency and reproducibility have been presented. These somewhat abstract

ideas are made operative through the concept of the workflow, as the vehicle to embody these

principles in daily practice. The second, longer, part of the workshop included a hands-on

overview of specific tools that have been designed with Open Science principles in mind and

that hence provided the ingredients of a well-thought open workflow. This was delivered

alternating presentation time with demo time, allowing participants to get a real taste of what

using the tools implies and see live their advantages.

At the end of the workshop participants were foreseen to reproduce and make openly available

this paper. For most participants this was a bit too optimistic. However, at the end of the

workshop participants were able to:

recognise the importance of version control systems;

apply markdown text in an RStudio environment;

understand the basic syntax of R;

D4.3 – MID-TERM TRAINING REPORT 17

tangle R code and markdown text, and

understand how open repositories such as GitHub work.

The department of Spatial Economics (where most particpants originated from) already

indicated that they fully support this initiative and would like to make it a recurring event,

possibly incorporated in the curriculum (but then more geared to master students and starting

PhD's). Contacts have been made as well with the Universities library to see whether elements

can be incorporated as well in a general workshop/online manual for PhDs concerning data

management.

A training programme has been developed and published online. All the materials included and

used at the workshop, are hosted as an open GitHub repository

(https://github.com/darribas/WooWii). This means anyone can clone it and access not only the

entire website and materials but also the revision history tracked using git.

The workshop consisted of 5 modules:

1. Introduction

2. Version control & automation

3. Typesetting

4. Statistical analysis

5. Online publishing

Except for the introduction, all modules were accompagnied with hands-on assignments or

exercises. Specific materials used can be downloaded from

http://darribas.org/WooWii/download.html.

In general the workshop was perceived both by the lecturers and the participants as useful,

timely and in general very much needed. Participants were especially positive about:

getting an overview of the latest tools for openness and reproducibility;

the possibility of using markdown to create slides very efficiently;

the concept of Git as a version control system, and

the intensity of the workshop itself using introductionary slides and hands-on

assignments with one’s own laptop.

After the workshop participants indicated that although the whole package of tools is perhaps

a bit too much (or complex) to start using, but that certain tools (most notably markdown and

git) were certainly interesting enough to start using right away (if only to make those nice looking

lecture slides).

For future events, the amount of material should at least be less and less condensed. The

workshop has now been designed in five modules, such that they can be deployed separately,

so that we can target large international conferences in smaller, more dedicated to one topic,

workshops of four hours but as well summer schools in larger workshops of a couple of days.

The first target is the summer school of ERSA in 2015 (http://www.ersa.org/events/how-to-

apply/).

FOSTER – D4.3 Mid-term Training Report

18 D4.3 – MID-TERM TRAINING REPORT

A different line of future activities is to incorporate the material developed in the curriculum for

master students of starting PhDs. The intention has been expressed to use these materials in a

couple of lectures taking place in January, 2015 (just before the start of the Master theses).

POLAND: TRAINING THE TRAINERS ON OPEN ACCESS & OPEN SCIENCE

Country Poland

Stakeholders Researcher / Students; Library / Repository

Support

Topics Open Access; Open Science

Attendants 29

Ten Open Access trainers have been trained during the Training the trainers on open access &

open science workshop hosted by Centrum Cyfrowe on October 17-18, 2014 in Warsaw, Poland.

They discussed and created scripts for open access workshops for different academic groups (all

of them are available online and ready to use under Creative Commons license). All participants

were satisfied with the workshop and will lead their open access workshops in their

universities/libraries. As a result at least 100 people in Poland will be trained on Open Access.

19 scientists attended a workshop on Open Access in Polish Science Foundation on October 23,

2014. They were also satisfied with the workshop and especially liked the sessions on the legal

aspect of open access (copyright and Creative Commons licences), practical ways of publishing

in open access, open access benefits and preprints and post prints definitions.

PORTUGAL: POST-CONFERENCE (PORTUGUESE-BRAZILIAN OPEN ACCESS

CONFERENCE) WORKSHOPS ON OPEN ACCESS IN H2020

Country Portugal

Stakeholders Library / Repository Support

Topics Open Research Data; Funder Compliance

(H2020; national funders); Research Data

Management

Attendants 149

D4.3 – MID-TERM TRAINING REPORT 19

Over 140 people attended two Post-Conference (Portuguese-Brazilian Open Access Conference)

Workshops on open access in H2020 in University of Coimbra, Portugal, on October 8, 2014.

They have been organized to support different stakeholders, especially young researchers, in

adopting open access in the context of the European Research Area (ERA) and in complying with

the open access policies and rules of participation set out for Horizon 2020. These workshops

were attached to the 5th Portuguese-Brazilian Open Access Conference (ConfOA), held on the

6th to 8th October, 2014 in the University of Coimbra, gathering 250 participants, (repository

managers, librarians, open access advisors and researchers).

85 people attended Workshop 1 – Institutional repositories and the Open Data Pilot on Horizon

2020 (3 hours) organized to prepare Portuguese repository managers and librarians to perform

new roles and offer new services on Research Data Managements issues and specifically to

handle Horizon 2020 Open Research Data Pilot requirements; and to provide repository

managers with the soft skills to develop local data curation capacity, manage access to research

data collections and to offer new library and repository services on providing researcher data

advice on writing Data Management plans or advice on RDM within a project.

64 researchers and PHD students attended Workshop 2 – How to comply with H2020 OA

requirements (2 hours) aimed to inform researchers about the open access and open data

policies in H2020. The workshop provided detailed information on the open access to

publication requirements, on the pilot action on open access to research data/research data

management plans and on integrating those requirements throughout the project lifecycle.

Portuguese researchers and academics increased their awareness on European Commission

Open Access policies, and have a better understanding of the benefits of Open Access and

compliance with the H2020 requirements (specifically on how to comply with those

requirements when they submit a paper, deposit a publication or acknowledge project funding).

Presentations and video recordings are available on web pages of the University of Coimbra

(http://www.uc.pt/sibuc/5CONFOA/w5confoa) and the conference

(http://www.acessolivre.pt/c/index.php/confoa2014/2014/schedConf/program). They have

already been re-used during Open Access Week events and will be used again during Portugal

Scientific Repository on Open Access (RCAAP) meeting 2015.

For all presentations, see:

http://www.acessolivre.pt/c/index.php/confoa2014/2014/schedConf/program and

https://www.fosteropenscience.eu/event/post-conference-portuguese-brazilian-open-access-

oa-conference-workshops-oa-h2020.

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20 D4.3 – MID-TERM TRAINING REPORT

SLOVENIA: (1) OPEN ACCESS TO PUBLICATIONS AND OPEN RESEARCH DATA AND

(2) RESEARCH DATA MANAGEMENT AND OPEN DATA

OPEN ACCESS TO PUBLICATIONS AND OPEN RESEARCH DATA

Country Slovenia

Stakeholders Researcher / Students; Library / Repository

Support; Policy-makers & Funders; PHD

Students

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders); Policy

Development & Implementation

Attendants 68

68 participants attended three training events Open access to publications and open research

data at the University of Ljubljana, Slovenia, on September 24-25, 2014 – for Slovenian decision

makers in science, for the researchers of the University of Ljubljana and for the librarians of the

University of Ljubljana. European open access policies and infrastructures for peer reviewed

publications and research data were presented at the three events, together with the relevant

activities in Slovenia.

Participants were very pleased with the presentations and have reported gaining good overview

about open access in Horizon 2020 and anticipated national policies with a lot of useful

information on compliance. The participants also said that they would transmit the knowledge

to their peers and co-workers. It is planned that with the assistance of the OpenAIRE National

Open Access Desk presentations on open access in Horizon 2020 and ways to comply will be

multiplied at individual faculties and academies of the University of Ljubljana.

Presentations are available at http://www.uni-lj.si/studij/knjiznice/povezave and

https://www.fosteropenscience.eu/event/open-access-oa-publications-and-open-research-

data

D4.3 – MID-TERM TRAINING REPORT 21

RESEARCH DATA MANAGEMENT AND OPEN DATA

Country Slovenia

Stakeholders Library / Repository Support

Topics Open Research Data; Funder Compliance

(H2020; national funders); Research Data

Management

Attendants 45

Slovene Social Science Data Archives, The Faculty of Social Sciences, University of Ljubljana,

designed a training programme for librarians and researchers on open research data in social

sciences and humanities.

45 participants from 23 libraries attended the training for librarians: Role of librarians in opening

up research data at the Faculty of Social Sciences, Ljubljana, Slovenia, on June 18, 2014. The aim

of this workshop was to enable research librarians in liaison role with researchers and project

managers on research data management issues:

Providing information and support to researchers who are involved in national or

international research projects and are potential data depositors;

Providing advice on where and how deposit research data and encourage researchers

to make their data available and open;

Assisting researchers with research data management.

The training programme covered the following areas:

Data Librarian Experience

Introduction to Research Data Management

The Role of Librarians in the Categorisation and Classification of Scientific Data

Publications

Development of Research Data Policy and RDM Planning in Slovenia

Data Users and Data Depositors (hands on session)

Open Access in European Union research activities

More information and presentations are here:

https://www.fosteropenscience.eu/event/research-data-management-and-open-data-

1 and here: http://www.adp.fdv.uni-lj.si/adp_delavnica_maj2014/index-en.html ; video

recordings are here: http://videolectures.net/adpdelavnica2014_ljubljana/.

As a result of the workshop, the participants have a better understanding of open research data

environment, the idea of open access and open data, are able to support researchers in finding

research data, understand the process of data management planning (especially where and how

to deposit data, data citation, data categorization and research evaluation) and are able to

FOSTER – D4.3 Mid-term Training Report

22 D4.3 – MID-TERM TRAINING REPORT

support the researchers following the Horizon 2020 guidelines and principles on data

management.

37 researchers attended the 2nd project seminar “Preparing research data for open access” on

December 10, 2014 organized by Slovene Social Science Data Archives at the Faculty of Social

Sciences, University of Ljubljana. The objective of this seminar was to introduce different aspects

of research data management planning. It was designed for data creators – researchers from

the field of social sciences.

Participants were satisfied with the seminar and received a practical knowledge on how to

publish research data, how to archive social science data and what are open research data

requirements in H2020. They especially appreciated practical instructions on how to design

consent form and practical information about Social Science Data Archives. They also

recommended to repeat this seminar for PhD students, who still lack the knowledge in data

management.

SPAIN: TRAINING YOUNG RESEARCHERS FOR AN OPEN FUTURE

Country Spain

Stakeholders Researcher / Students; PHD Students

Topics Open Access; Open Research Data

Attendants 200

Over 200 participants attended Training young researchers for an open future organized by the

Universitat de Barcelona (on October 21, 2014, over 80 people attended) and Universidad

Complutense de Madrid (on October 23, 2014, over 130 participants).

The training course covered open access to publications and open research data. The course was

mainly addressed to young researchers although among the audience there were a lot of

librarians and research managers, besides researchers in general.

The sessions were broadcasted by streaming and have also been recorded, video's and

presentations are available here http://www.ub.edu/ubtv/colleccio/congressos-i-

jornades/formant-joves-investigadors-en-lacces-obert-al-coneixement.

The events perception was positive. Many librarians went home with a lot of “homework” to do

related to the management of data. The Universitat de Barcelona will continue working to

increase the awareness on open access among the researchers. They are working together with

Catalan Partners – the University Consortium (CSUC) and with European Partners through the

LERU.

Complutense University approved an open access institutional mandate recently so it was very

important to spread a word and explain open access advantages. The program fitted the

D4.3 – MID-TERM TRAINING REPORT 23

institutional policy and professional needs of the learners mainly, and it was related to Horizon

2020 – open access, open research data, policy development and implementation, research data

management and copyright.

The course was designed and delivered by library staff, and it was mainly targeting young

researchers.

The course was followed on streaming by more than 70 simultaneous users during de morning

and 100 on the afternoon.

The participants and event organizers were satisfied with the results of the training. The

participants felt most valuable the following aspects of the event: introduction to open access,

information about institutional repository and publication in open access journals, copyright,

data management in Horizon 2020, live streaming and the possibility of participation via Twitter

(the session had 79 Twitter followers and 329 tweets).

UK: (1) DISCOVERING OPEN PRACTICES FOR PGR AND EARLY CAREER RESEARCHERS

AND (2) FUNDERS’ RESEARCH PUBLICATIONS POLICIES: WHAT RESEARCHERS NEED

TO KNOW

DISCOVERING OPEN PRACTICES FOR PGR AND EARLY CAREER RESEARCHERS

Country UK

Stakeholders PHD Students

Topics Open Access; Open Research Data; Copyright &

IPR; Funder Compliance (H2020; national

funders); Impact & Metrics; Open Science;

Attendants 34

34 people attended a one-day training for PhD and early career researchers “Discovering Open

Practices for PGR and Early Career Researchers”, jointly hosted by the London School of

Economics and Political Science, King’s College London and Queen Mary University of London

(the UK) on September 4, 2014, in London. It covered the benefits of practicing open research

early in an academic career including open access to research, data sharing, research data

management and impact metrics.

The event included keynote speakers in the morning (setting the scene, giving an overview of

developments and offering a “state of the nation” on open practices for academic research:

taking control of the publishing system you will inherit; network enabled research; and open

access, the Humanities, and Early Career Researchers), followed by three practical afternoon

workshops on a range of topics including open access publishing, data sharing, impact, blogging

FOSTER – D4.3 Mid-term Training Report

24 D4.3 – MID-TERM TRAINING REPORT

and metrics. Clear guidance on open access policies from funders such as Research Councils UK,

Wellcome Trust and the European Commission Horizon 2020 have been provided. The session

was delivered through a series of short exercises where participants were encouraged to be

hands-on and share their thoughts. It ended with participants sketching a personal plan to make

their research available open access, incorporating aspects of what they have learnt which work

for them. The day closed with talks from three student open advocates, who shares their

experiences of open research, followed by opening up the floor for peer to peer comment and

open discussion.

More information about this event, presentations and video recordings are available here:

http://www.fosteropenscience.eu/event/foster-discovering-open-practices-pgr-and-early-

career-researchers-0. The the videos have also been uploaded to the King’s Library Services

Youtube channel and they are also linked to from the King’s Open Access pages. Storify collating

the tweets from the event and a Google archive of tweets. Finally, a follow up blog post from

one of our attendees was written of the LSE Impact of Social Sciences blog, demonstrating

attendee engagement with the event.

Comments were generally positive, with delegates satisfied, or very satisfied, with the content

and organisation of the day. Particular highlights were the morning plenaries and the

opportunity to be immersed in the positive environment of advocates for open access, as well

as the early career peer panel at the end of the day.

FUNDERS’ RESEARCH PUBLICATIONS POLICIES: WHAT RESEARCHERS NEED TO KNOW

Country UK

Stakeholders Library / Repository Support; Project Manager;

Policy-makers & Funders; PHD Student

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders); Policy

Development & Implementation; Research

Data Management

Attendants 75

75 people attended a training sessions for researchers “Funder’s research publication policies:

What do researchers need to know?” at the Royal Holloway, University of London (UK) on

October 22, 2014. It provided an overview of current developments in open access, open data,

research data management and the funders’ policies regarding research publications.

The presenters focused on the most important components and explored the adaptation of best

practices required by research staff to ensure compliance with funder policies.

More information and presentations are here:

http://www.fosteropenscience.eu/event/open-access-ref2020-and-research-data-

management-what-do-researchers-need-know and Martin Donnelly’s blog post about

D4.3 – MID-TERM TRAINING REPORT 25

the event is here:

https://www.fosteropenscience.eu/project/index.php?option=com_content&view=art

icle&id=56:open-access-for-ref2020-and-research-data-management-what-do-

researchers-need-to-know&catid=8&Itemid=104.

The event was a success. There was a high number of attendees and interesting questions. A

storify story of the tweets related to the event is here: https://storify.com/nancypontika/oa-

event.

FOSTER – D4.3 Mid-term Training Report

26 D4.3 – MID-TERM TRAINING REPORT

OTHER FOSTER TRAINING EVENTS

TRAINING FOR EC PROJECT OFFICERS ON OPEN ACCESS AND OPEN DATA IN

HORIZON 2020

Country Belgium

Stakeholders Policy-makers & Funders

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders)

Attendants 80

The FOSTER consortium designed a half-day training programme for project officers from the

European Commission and the Agencies and ran the first series of four training for more than

80 project officers “Open access requirements to publications and research data in Horizon

2020” in June 2014.

The training programme included the following sessions:

Introduction: Open access in the ERA and Horizon 2020 – political and legal context

Introduction to open access, open data and open science

Horizon 2020 mandate on open access to publications (Article 29.2 of GA)

Horizon 2020 Open Research Data Pilot (Article 29.3 of GA)

OpenAIRE infrastructure and services for compliance and monitoring

Q&A, discussion, and closing

For an overview and presentations, see

https://www.fosteropenscience.eu/project/index.php?option=com_content&view=art

icle&id=35:presentations&catid=9:download&Itemid=107.

OPEN SCIENCE: ENGAGING FINLAND’S DOCTORAL SCHOOLS

Country Finland

Stakeholders Researcher / Students; PHD Students

Topics Open Science

Attendants 38

D4.3 – MID-TERM TRAINING REPORT 27

Open Science: Engaging Finland's Doctoral Schools event took place in Helsinki, Finland, on 20

October, 2014. This event was organised by the University of Helsinki for the administration staff

dealing with doctoral training to learn more about open science, to present comments to the

ministry on improvements to the existing open science services and possibly create ideas for

new ones.

Open science literacy offers future post-graduates an essential advantage of building a strong

research profile, becoming more competitive at national and EU proposal funding, and have the

capacity to bridge the gap between academia and the public on most societal challenges. “Open

Science: Engaging Finland's Doctoral Schools” event has been designed as an informal session

that fosters the dialogue between ministry representatives, open science advocates and

practitioners and doctoral school administrators in the Scandinavian region. The session was

forward looking, and examined strategic benefits and barriers for introducing open science

standard graduate training alongside research excellence training.

The programme of the event:

Open access publishing, citations and editorial policies

Altmetrics and visibility

Winning Horizon 2020 with Open Science

Publications, Open availability and Research Funding

Open science and research policy

Trends in Open Access Publishing

Discussion

More information is here: http://www.fosteropenscience.eu/event/open-science-engaging-

finlands-doctoral-schools and presentations are available here:

https://wiki.helsinki.fi/display/OAviikko/Open+Access%21+20.10.2014 .

OPEN ACCESS TRAINING FOR THE EUROPEAN FEDERATION OF PSYCHOLOGY

STUDENTS’ ASSOCIATIONS (EFPSA)

Country Serbia

Stakeholders Researcher / Students

Topics Open Access; Open Science

Attendants 100

FOSTER ran three training sessions on open access at the Joint Executive Board and Member

Representatives’ Meeting of the European Federation of Psychology Students’ Associations

(EFPSA) in Dobra Voda, Serbia, on October 28, 2014.

FOSTER – D4.3 Mid-term Training Report

28 D4.3 – MID-TERM TRAINING REPORT

100 psychology students from 32 European countries attended the Meeting. Together we

designed open access advocacy campaigns and training programmes on open access that will be

implemented by European Psychology Students’ Associations.

OPEN ACCESS TO EGI (EUROPEAN GRID INFRASTRUCTURE)

Country Finland

Stakeholders Library / Repository Support; Project Manager;

Policy-makers & Funders

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders)

Attendants 20

In addition, DTU conducted a training session “Open access to EGI (European Grid Infrastructure)

research outputs” in Helsinki University, Finland, on 21 May, 2014. More information and

presentations are here:

https://www.fosteropenscience.eu/project/index.php?option=com_content&view=article&id=

16:news-2&catid=8&Itemid=104

JOINT WORKSHOP ON THE FOSTER AND PASTEUR4OA PROJECTS

Country Latvia

Stakeholders Project Manager; Policy-makers & Funders

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders); Policy

Development & Implementation

Attendants 40

SPARC Europe and LIBER conducted a Joint Workshop on the FOSTER and PASTEUR4OA Projects:

‘Open Access Policy for Europe: the Implications for European Research Libraries’ at the LIBER

43rd Annual Conference, Riga, Latvia, 1 July, 2014. More information is here:

https://www.fosteropenscience.eu/project/index.php?option=com_content&view=art

icle&id=36:sparc-europe-liber-joint-workshop&catid=8&Itemid=104.

D4.3 – MID-TERM TRAINING REPORT 29

VITAE RESEARCHER DEVELOPMENT INTERNATIONAL CONFERENCE

Country UK

Stakeholders Researcher / Students; PHD Students

Topics Open Science

Attendants 12

HATII-DCC has also ran a short special interest session on Open Science on September 9, 2014

in Manchester, UK at the annual Vitae Researcher Development International Conference. The

conference brought together all those with a strategic and practical role in developing

researchers. An abstract of the session can be viewed at https://www.vitae.ac.uk/events/vitae-

researcher-development-international-conference-2014/special-interest-

sessions/copy8_of_sis1.

WEBINARS DURING OPEN ACCESS WEEK WITH OPENAIRE PROJECT

Country Several

Stakeholders Researcher / Students; Library / Repository

Support; Project Manager; Policy-makers &

Funders

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders);

Research Data Management

Attendants 160

DCC, EIFL and UMinho conducted four webinars in partnerships with OpenAIRE project during

Open Access Week (October 20-23), with 160 participants, covering the following topics:

Open webinar with Katerina Iatropoulou (NKUA) on the new OpenAIRE portal

www.openaire.eu: how to find and add publications, data and project information;

how to use it as a project management tool

find information about open access;

Horizon 2020 Open Research Data Pilot by Sarah Jones (DCC): overview of the

Open Research Data Pilot in H2020: who should participate and how to comply;

Horizon 2020 Open Access to Publications Mandate by Eloy Rodrigues

(UMinho): overview of Open Access to Publications Mandate in H2020;

FOSTER – D4.3 Mid-term Training Report

30 D4.3 – MID-TERM TRAINING REPORT

Zenodo by Lars Holm Nielsen (CERN): www.zenodo.org is a simple and innovative

service that enables researchers, scientists, EU projects and institutions to share and

showcase multidisciplinary research results (data and publications) that are not part of

existing institutional or subject-based repositories.

The recordings of the webinars can be found here: https://www.openaire.eu/news-

events/a-successful-oa-week-openaire

OPEN ACCESS WEEK COUPERIN INITIATIVES

Country France

Stakeholders Researcher / Students; Library / Repository

Support; Project Manager; Publishing

Topics Open Access; Open Research Data; Funder

Compliance (H2020; national funders); Open

Science

Attendants 500

During Open Access Week (October 2014) Couperin in France supported 22 projects that have

organized 33 events partially supported with FOSTER funds, reaching more than 500 participants

and with participation of 44 institutions. Couperin also created badges and posters, and a

dedicated website with 4 clips promoting Open Access: http://www.oaweekfrance.org/.

D4.3 – MID-TERM TRAINING REPORT 31

GENERAL OVERVIEW OF THE MID-TERM TRAINING REPORT

Considering the initiatives described, we present some figures to know better the impact of the

training based on the geographic location, the stakeholder involved and the topics covered.

BY COUNTRY

Considering the analysis by country, and excluding the webinars sessions that include

participants from several countries, the project reaches a consistent scope and diversity.

Graphic 1 - Initiatives by Country

The next image shows the difference between the training initiatives of the first call (black) and

the future initiatives (orange) that are planned for the second call. Considering the actual

forecast of courses, with the possibility of other initiatives to be programmed, the European

space is well covered. This map is available on the FOSTER Portal

(https://www.fosteropenscience.eu/events).

1 1

2

1 1 1 1 1

2

4

1

4

1

3

2 2

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

Initiatives by Country

FOSTER – D4.3 Mid-term Training Report

32 D4.3 – MID-TERM TRAINING REPORT

Figure 1 - Initiatives Registered on FOSTER Portal

D4.3 – MID-TERM TRAINING REPORT 33

BY STAKEHOLDER

The set of initiatives developed by FOSTER covers a wide scope of relevant stakeholders initially

identified by FOSTER with a focus on Researchers / Students and Librarians / Repository

Managers.

Graphic 2 - Initiatives by Stakeholder

Researchers / Students

26%

Librarians / Repository Managers

20%

Project Managers13%

Policy-makers & Funders

15%

Publishers3%

PHD Students23%

BY STAKEHOLDER

Researchers / Students Librarians / Repository Managers

Project Managers Policy-makers & Funders

Publishers PHD Students

FOSTER – D4.3 Mid-term Training Report

34 D4.3 – MID-TERM TRAINING REPORT

BY TOPIC

Considering the topics covered by the training initiatives, we found two main topics of interest,

Open Access and Open Research Data, followed by the Funder Compliance and Open Science.

Graphic 3 - Initiatives by Topic

27%

24%

2%

17%

3%

16%

4%

7%

INITIATIVES BY TOPIC

Open Access Open Research Data

Copyright & IPR Funder Compliance (H2020; national funders)

Impact & Metrics Open Science

Policy Development & Implementation Research Data Management

D4.3 – MID-TERM TRAINING REPORT 35

EVALUATION OF THE FUNDED COURSES

The training evaluation showed that, in most cases, participants were satisfied with the courses.

From the evaluation forms it was clearly visible, that the format of the events, the selected

speakers and the presented topics met participant’s expectations.

The materials used were in general relevant to the needs of the learners. This is important, as it

shows that reusing this material will be of help to future learners as well. Feedback and helpful

hints from the first call courses are provided to the organizers of the second round of events in

2015 via the Training Toolkit.

For this year's series of FOSTER training courses, evaluation and analysis will be even more

focused on the aspect of using and re-using the materials provided via the FOSTER training

portal, and any additional opinions and request expressed by participants and training

organizers.

FOSTER – D4.3 Mid-term Training Report

36 D4.3 – MID-TERM TRAINING REPORT

CONCLUSION

The FOSTER training programme of the first twelve months of activity met the project objectives

and aims. Totaling 28 training initiatives in 16 different countries, the FOSTER training activity

reached more than 2600 attendants in Europe.

This first training programme provided regional/country and disciplinary diversity but also a big

outreach potential, with the direct involvement of several hundreds of participants, which in

some cases will multiply the training to their institutions and/or communities, reaching out to

even a bigger audience of participants on the European Research Area.

The next activities on the training domain for FOSTER project is the development of the training

activities defined at the call 2 and support the distance training courses and activities (e-learning

and self-learning courses).

D4.3 – MID-TERM TRAINING REPORT 37

APPENDIX 1. TRAINING EVALUATION FORM

Do not forget to ask your training events participants to give their feedback answering the following questions:

What did you hope to get out of this event?

Overall how satisfied were you? (Please circle one):

o Very satisfied 1 2 3 4 5 Very dissatisfied

How relevant was the material in your opinion? (Please circle one)

o Highly relevant 1 2 3 4 5 Not at all relevant

Which aspects of the event did you feel were most valuable?

Which aspects of the event did you feel could be improved?

Please give any additional comments you wish to make

Which of these groups is your role is closest to? (Please circle any appropriate) o Researcher o Postgrad student o Research officer o Funder o Library o EC project manager

This survey can be conducted on-site during or after the event, or through a web form (such as Google Forms)

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APPENDIX 2. CRITERIA FOR DESCRIBING, REVIEWING AND EVALUATING COURSES

AND RESOURCES – A CHECKLIST

We recommend using InformAll (formerly RIDLs) criteria for describing, reviewing and evaluating practice in information literacy training (listed below). They enable practitioners to design, review and assess courses and resources.

Part A: criteria for describing and reviewing your course or resource

Preamble

Have you defined clear aims, objectives and learning outcomes for the course/resource? Y/N

1.1 Learners: who is it aimed at? Name of course/resource:

1.1.1. What career stage(s) is the course/resource

addressed at?

Researchers

Postgraduate students

Institutional decision makers and staff

Librarians and repository managers

Funders (decision makers and staff)

Project managers

1.1.2. What disciplinary area(s) is the course/resource

addressed at?

1.2 Need

1.2.1. Have you undertaken an assessment of learners’ needs? Y/N

1.2.2. Does the course/resource fit the broader professional needs of the learners? Y/N/NA

1.2.3. Does the course/resource fit with your institutional and/or departmental policy and

practice on researcher development?

Y/N

1.2.4. Does the course/resource relate to expectations or requirements from relevant

professional bodies?

Y/N

1.2.5. Can the course/resource be transferred or adapted to suit other needs or contexts

from the one for which it was designed?

Y/N

1.2.6. Is the course/resource accessible, particularly for learners with special needs or

disabilities such as visual impairment?

Y/N

1.3 Demand

1.3.1. Is the course/resource a response to demand from learners? Y/N

D4.3 – MID-TERM TRAINING REPORT 39

1.3.2. Is participation by learners in previous similar training activities a factor in helping you

determine demand?

Y/N

1.3.3. Is the course a response to an institutional request/ policy? Y/N

1.3.4. Is the course a result of your own perception of a need? Y/N

1.4 Meeting requirements

1.4.1. Does the course/resource or resource take into account of:

Current level of skill Y/N

Years of experience Y/N

Disciplinary areas Y/N

1.4.2. Are there any prerequisites in terms of what learners need to know already in order

to derive the most benefit from the course?

Y/N

2.1. Areas of open access, open research data, open science covered

What area(s) does the course/resource cover?

Open access

Open research data

Open science

Policy development and implementation

Research data management

Copyright and IPR

Impact and metrics

Funder compliance

2.2 Learning outcomes

Have you communicated the aims, objectives and learning outcomes from the

course/resource?

Y/N

2.3 Use of FOSTER training portal/training materials

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40 D4.3 – MID-TERM TRAINING REPORT

2.3.1. In the course have you used FOSTER portal and training materials?

2.3.2. If yes, have you adapted FOSTER training materials to suit your training needs?

Y/N

Y/N

3.1 Approach

What is the format of the course/resource?

o Classroom-based courses (lecture or

workshop)

o Individual tuition

o Online courses

o Training material (printed or digital)

o Other

3.2 Training providers

3.2.1. Who designs and delivers the course/resource?

Library

Faculty

Graduate school

IS department

Other (please specify)

3.2.2. Do the trainers all have the relevant level of skills and qualification? Y/N

3.3 Support, dissemination and promotion

3.3.1. Is there sufficient support required to run the course or manage the resource in

terms of:

Personnel Y/N

Facilities Y/N

Finance Y/N

1.3.2. Is the course/resource well-advertised? Y/N

1.3.3. If the resource is online, is it available outside the institution? Y/N/not

applicable

D4.3 – MID-TERM TRAINING REPORT 41

1.3.4. Has it been deposited in online facilities such as FOSTER portal? Y/N/not

applicable

1.3.5. Is the resource free to use outside the institution? Y/N/not

applicable

Part B: criteria for evaluating your course or resource

4.1 Numbers

How many learners have taken part in the course or used the resource?

4.2 Feedback

Did participants give feedback on:

Whether learning objectives met Y/N/didn’t

ask

Quality of course/resource Y/N/didn’t

ask

Originality of course/resource Y/N/didn’t

ask

Attractiveness of course/resource Y/N/didn’t

ask

5.1 Impact on knowledge and skills

Have you evaluated changes in learners’ knowledge, skills and competencies resulting from the

course/resource?

5.2 Behaviour and attitudes

Have you evaluated improvements that may be

attributable to the course/resource in terms of:

Attitudes

Confidence

Behaviour

Performance and practice

5.3 High-level impact

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42 D4.3 – MID-TERM TRAINING REPORT

5.3.1. Have you evaluated the broader impact of the

course/resource in terms of:

Extent to which recipients have become better

learners and/or researchers

Ways in which the institution has benefitted

5.3.2. Has there been any feedback from the departments in which the recipients

study/work?

Y/N

5.4 Challenges/barriers

Have you encountered any challenges and/or barriers (including lack of resources) when

implementing the course/resource?

Y/N

5.5 Steps taken

Have you taken any steps to improve the course/resource as a result to any of the

evaluation, as covered by the previous questions?

Y/N